Referral Email Template — Refer a Friend Promo
A referral email template for fintech — a minimal, trust-first referral promo with one clear CTA and the $25/$25 bonus stated up front, built for consumer banking.
Preview unavailable — view the prompt below.
The prompt
Two ways to build this email in plain language. The fastest is Temway's in-editor assistant — open the chat drawer in the email editor and paste the recipe below. Or connect Claude or ChatGPT via Temway's MCP and paste it there; the agent builds the email step by step. Either way, adapt the copy and colors to your brand.
- An email is a top-to-bottom stack of blocks — the recipe follows that order.
- A
[layout]step becomes a single image (great for heroes); everything else stays live text and links. - Theme the footer to match — the recipe's last step does exactly that.
Want this exact email? Click Use this template below to clone
it into your workspace, then ask the in-editor assistant to rebrand it. Over MCP, tell
your agent to clone the Temway share nsqapGqBk4N5WYeZZAdvZ and rebrand. For the
full model, point an MCP agent at get_concept — email-structure,
layouts-vs-emails, design-recipes.
The referral email that lands in the second month after a customer opens an account. No hero artwork, no decoration — the bonus is stated up front ($25 to you, $25 to your friend), the qualifying activity is named once, the four-step “how it works” closes the trust gap, and one button does the work. Reads like a bank note, not a flyer.
Snapshot
- Goal: convert existing customers into referral sources by naming the bonus and the qualifying threshold up front.
- Audience & tone: existing Cederal customers 30–60 days in. Calm, specific, trust-first — every claim is exact, every number is real, every limit is disclosed.
- Palette: page
#dee5f1· container#eff6ff· text#172554/#5d698b(muted) · accent#1d4ed8 - Font:
Helvetica, Arial, sans-serif - Artwork: none — fully native blocks.
Build recipe
Each step is one block in the flat stack, top to bottom.
[native]= a real email block.[layout]= a free-form layout embedded as a single image.
- [native] Kicker — text. “Cederal Refer”, fontSize: 14, color
#1d4ed8, center, uppercase. - [native] Headline — text. “You get $25. They get $25. No catch.”, fontSize: 28, color
#172554, center. - [native] Body copy 1 — text. “Send your link, and when your friend opens an account and receives their first direct deposit, you both get paid.”, fontSize: 16, color
#172554, center. - [native] Body copy 2 — text. “Total bonus: $25 to you plus $25 to your friend, paid within 5 business days of qualifying activity.”, fontSize: 16, color
#5d698b, center. - [native] Primary CTA — button. Label “Get your referral link”, fill
#1d4ed8, color#ffffff, shapeStyle: ‘0_1’, center. - [native] Body copy 3 — text. “Limit 5 referrals per calendar year. Bonuses are reported as required by applicable tax law.”, fontSize: 16, color
#5d698b, center. - [native] Footer rule — divider. short (96px) rule, 1px, color
#e9e9e9. - [native] Footer social — social. Icon row, social.color
#1d4ed8, style circle-outline, center. - [native] Footer address — address. Postal address + unsubscribe, address.color
#5d698b, address.fontFamilyHelvetica, Arial, sans-serif, center.
Make it yours
- Swap the $25/$25 numbers and the $200 qualifying deposit for your actual bonus and threshold.
- Replace the 5-referral limit and the tax line with your real terms.
- Recolor royal
#2563ebto your brand — keep the white page for the trust signal.
About promotional email templates
A promotional email has exactly one job: drive an action before a deadline. Everything about the design — the countdown, the single dominant CTA, the offer stated in the first line — exists to make the deadline feel real rather than decorative.
See all promotional templates →How much urgency should a promotional email create?
Enough to justify a countdown timer or an "ends [date]" line, but tied to a real deadline — the templates below use a visible countdown or explicit expiry date rather than vague "limited time" language.
Can I add a discount code or coupon to one of these templates?
Yes — several templates below are built around a coupon-stub or code-reveal hero; clone one and swap in your own code and terms.
What's the difference between a flash-sale and a seasonal-offer template?
A flash-sale template is built for a short window (hours to a couple of days) with heavy countdown emphasis. A seasonal-offer template runs longer — a week or more — and leads with the occasion instead of a ticking clock.
Will a promotional template trigger spam filters?
Temway's proofread check flags common spam triggers — excessive punctuation, all-caps subject lines, missing unsubscribe links — before you send, so issues specific to promotional copy get caught before they reach an inbox.